DVY — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns DVY? 90 Institutions Hold $104M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (DVY)? 90 institutions reported holding $104.44M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Kwmg, LLC ($18.3M), Farther Finance Advisors, LLC ($5.1M), Gallagher Capital Advisors, LLC ($4.8M).

Rank	Institution	Value	Shares	Change
1	KWMG, LLC	$18.3M	120,457	Added
2	Farther Finance Advisors, LLC	$5.1M	33,461	Added
3	Gallagher Capital Advisors, LLC	$4.8M	31,892	Added
4	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$4.8M	31,729	Added
5	Shulman DeMeo Asset Management LLC	$4.3M	27,939	Trimmed
6	Graves Light Lenhart Wealth, Inc.	$4.1M	27,168	Trimmed
7	Valeo Financial Advisors, LLC	$3.4M	22,649	Trimmed
8	CANANDAIGUA NATIONAL BANK & TRUST CO	$2.6M	16,778	Trimmed
9	PARK NATIONAL CORP /OH/	$2.5M	16,485	Trimmed
10	SAPIENT CAPITAL LLC	$2.5M	16,474	Hold
11	Avidian Wealth Enterprises, LLC	$2.4M	15,949	Added
12	Kaydan Wealth Management, Inc.	$2.4M	15,479	Trimmed
13	David J Yvars Group	$2.3M	15,100	Added
14	Peoples Bank/KS	$2.3M	14,817	Added
15	Private Capital Advisors, Inc.	$2.1M	13,975	Hold
16	Legacy Private Trust Co.	$2.0M	13,084	Hold
17	Sound Income Strategies, LLC	$1.7M	10,783	Added
18	Whalen Wealth Management Inc.	$1.4M	9,398	New
19	Venture Visionary Partners LLC	$1.4M	9,351	Trimmed
20	TITLEIST ASSET MANAGEMENT, LLC	$1.4M	9,207	Added
21	Apella Capital, LLC	$1.3M	8,468	Added
22	MassMutual Private Wealth & Trust, FSB	$1.3M	8,405	Trimmed
23	GoalVest Advisory LLC	$1.3M	8,222	Added
24	DAVIDSON TRUST CO	$1.2M	8,164	Trimmed
25	CHAPIN DAVIS, INC.	$1.2M	7,772	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30